Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 246

Education CFP Certification License 246

Abnormal Returns

MAY 1, 2023

barrons.com) 529 plan funds could be used to pay for CFP educational courses. (investmentnews.com) Why it can be difficult to offload 'non-ideal' clients. riaintel.com) Austin, TX is a rapidly growing market for wealth management. investmentnews.com)

Wealth Management 246

Wealth Management CFP Education Clients 246

Abnormal Returns

SEPTEMBER 18, 2023

financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. investmentnews.com) Part one of a series on how to pass the CFP exam. (riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. alphaarchitect.com)

Planning 265

Planning Financial Advice Wealth Management Math 265

Nerd's Eye View

MAY 7, 2024

So, whether you're interested in learning about entering the financial advice industry as a career changer, how to build a partnership with a more senior advisor, or how to maintain work-life balance while advancing in your career, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Hannah Provost.

Banking 246

Banking Financial Advisor CFP Financial Advice 246

Nerd's Eye View

JULY 25, 2022

All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. can check out our Career Opportunities page for more!

Education 244

Education Financial Planning Estate Planning CFP 244

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

CFP 130

CFP Planning Financial Planning Financial Advisor 130

Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) interest rates, and relatively little new tax legislation (yet).

Ethics 237

Ethics Education Financial Advice Taxes 237

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Financial Planner 130

Financial Planner Certification CFP Education 130

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 246

Financial Planner Compliance CFP Clients 246

Nerd's Eye View

JUNE 6, 2023

And be certain to listen to the end, where Adam shares how he didn’t initially think Asset-Map would grow beyond his practice but found that having mentors and hiring the right people for the right roles helped support his journey and get him where he is today, why Adam encourages advisors looking to launch their own fintech companies to pursue (..)

Assets 246

Assets Financial Advisor Financial Planning Insurance 246

Alpha Architect

SEPTEMBER 12, 2023

Let’s talk about the right approach(es) and the proper study techniques you need to pass the CFPⓇ exam with confidence and get the certification you need to advance your career in finance and investing. How to Crush the CFPⓇ Exam ?: Part 1 was originally published at Alpha Architect.

CFP 135

CFP Certification Investing Investments 135

MainStreet Financial Planning

JANUARY 18, 2023

Just thinking about becoming a parent, sets off worries about how to save for a college education. In 2022, the average American paid between about $100,000 – $200,000 for a four-year college education. Over time you will get more clarity on your children’s education needs so adjust your plan as needed.

Education 52

Education CFP Retirement Planning 52

Nerd's Eye View

JULY 11, 2023

In this episode, we talk in-depth about why Thor was inspired to create a rotating advisor structure because he found that in other professional services like medical teams that implement a similar structure, advisors shared details and in-depth knowledge of each of the firm’s clients, which creates a team environment where the client benefits (..)

Clients 189

Clients CFP Financial Advisor Education 189

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

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CFP Fiduciary Duty Financial Advice Financial Advisor 62

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. These standards encompass extensive educational requirements, a rigorous examination process, relevant professional experience, and a steadfast commitment to ethical conduct.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

SEPTEMBER 7, 2024

Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Nerd's Eye View

DECEMBER 11, 2023

And in the coming year, we're going to make sure that even more of that Kitces content is eligible for not only the full range of CE credit for CFP, CPA, and the other various professional designations, but also the ever-expanding IAR CE obligation. I hope you'll continue to come along with us on the journey in 2024!

Financial Advisor 245

Financial Advisor Financial Advice Ethics Financial Planning 245

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Tobias Financial

MAY 2, 2024

The finance industry is a realm of constant evolution, and our collaboration with NSU is a cornerstone of our dedication to education, innovation, and development of future leaders. Our Tax Associate, Maria Hernandez , is actively advancing her education by pursuing a master’s degree in tax accounting at NSU.

Education 52

Education Wealth Advisor CFP Taxes 52

International College of Financial Planning

OCTOBER 10, 2024

The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting. Why is CFP® Certification Important for Financial Planners?

CFP 52

CFP Certification Certified Financial Planner Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

Crafting a Comprehensive Financial Plan:  This includes a detailed net worth statement, defining SMART Goals including retirement, children education etc., A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Tobias Financial

AUGUST 2, 2022

Our Wealth Advisor Catalina Franco-Cicero led an informative discussion on CHIP: The Represented Series Education Edition about financial planning and management tasks we should complete to succeed in our financial life. . Watch the full discussion here: [link] .

CFP 40

CFP Education Wealth Advisor Financial Planning 40

eMoney Advisor

JANUARY 12, 2023

One of the options even counts as continuing education credit. Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: CFP® professionals. Why volunteer?

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

eMoney Advisor

MARCH 1, 2023

That’s why as we celebrate the achievements of women this month, I want to share how a few women in financial planning are empowering other women through networking, education, and inclusion. In addition to growing her practice built for women, she is launching educational courses to reach a wider audience. Own your worth.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Carson Wealth

JULY 12, 2022

So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Before being appointed, that professional will have to pass one or more state insurance exams, agree to a code of ethics, and maintain their license annually through continuing education.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Million Dollar Round Table (MDRT)

JANUARY 29, 2023

By Kennedy Sumarlie, CFP Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. This feels challenging for some clients. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations.

Clients 91

Clients Financial Planning Planning Retirement Planning 91

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. The post Importance of Financial education & Why I Joined ICOFP – by Prem Keswani appeared first on International College of Financial Planning. At 46, I found myself at a turning point.

Education 52

Education Financial Planning Consulting Management 52

eMoney Advisor

MAY 1, 2023

John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

MainStreet Financial Planning

OCTOBER 25, 2022

The post Employee Spotlight: Professor Cynthia Flannigan, CFP® appeared first on MainStreet Financial Planning. The teaching aspect of financial planning has always been rewarding for me and I feel blessed being able to check off another bucket list item!

CFP 52

CFP Financial Planning Financial Planner Planning 52